WPA

West Paces Advisors Portfolio holdings

AUM $502M
1-Year Est. Return 10.78%
This Quarter Est. Return
1 Year Est. Return
+10.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$1.97M
3
+$1.79M
4
GPC icon
Genuine Parts
GPC
+$672K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$462K

Top Sells

1
+$2.11M
2
+$1.52M
3
+$1.36M
4
RNST icon
Renasant Corp
RNST
+$1.08M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$718K

Sector Composition

1 Technology 8.73%
2 Financials 7.06%
3 Consumer Discretionary 6.13%
4 Healthcare 5.64%
5 Industrials 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$34.2K 0.02%
942
202
$33.8K 0.02%
802
-110
203
$33.7K 0.02%
469
204
$33.7K 0.02%
413
205
$32.2K 0.02%
500
206
$31.7K 0.02%
31
207
$30.8K 0.02%
1,050
208
$30.7K 0.02%
130
209
$30.4K 0.02%
396
210
$30K 0.02%
242
211
$29.9K 0.02%
452
212
$29K 0.02%
337
213
$28.6K 0.02%
672
-16
214
$28.5K 0.02%
445
215
$28.3K 0.02%
156
-9
216
$27.7K 0.02%
1,500
-73,497
217
$27.5K 0.02%
156
218
$27.2K 0.02%
150
219
$26.8K 0.02%
615
220
$26.7K 0.02%
158
221
$26.5K 0.02%
642
222
$26.5K 0.02%
713
223
$26.4K 0.02%
262
224
$26.4K 0.02%
360
225
$25.9K 0.02%
282
7 8
9
10 11